MIFOSX-1511 custom formats for client, loan and savings account numbers
This commit is contained in:
@@ -2014,6 +2014,22 @@
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<td><a href="#configs_hook_update">Update a Hook</a></td>
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<td><a href="#configs_hook_delete">Delete a Hook</a></td>
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</tr>
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<tr>
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<td><a href="#accountnumberformats">Account number format</a></td>
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<td>accountnumberformats</td>
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<td><a href="#accountnumberformats_create">Create an Account number format</a></td>
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<td><a href="#accountnumberformats_list">List Account number formats</a></td>
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<td></td>
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<td></td>
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</tr>
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<tr>
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<td></td>
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<td>accountnumberformats/{accountnumberformatId}</td>
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<td></td>
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<td><a href="#accountnumberformats_retrieve">Retrieve an Account number format</a></td>
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<td><a href="#accountnumberformats_update">Update an Account number format</a></td>
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<td><a href="#accountnumberformats_delete">Delete an Account number format</a></td>
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</tr>
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<tr>
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<td><a href="#configs_codes">Codes</a></td>
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<td>codes</td>
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@@ -14452,6 +14468,337 @@ GET https://DomainName/api/v1/audits
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</div>
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</div>
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<!--Start of Account Number Format functionality-->
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<a id="accountnumberformats" name="accountnumberformats" class="old-syle-anchor"> </a>
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<div class="method-section">
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<div class="method-description">
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<h3>Account number format</h3>
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<p>Account number preferences are used to describe custom formats for account numbers associated with Customer, Loan and Savings accounts.
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</p>
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<table class=matrixHeading>
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<tr class="matrixHeadingBG">
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<td><div class="mifosXHeading2">Field Descriptions</div></td>
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</tr>
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<tr class=alt>
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<td>accountType</td>
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</tr>
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<tr>
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<td class=fielddesc>Identifies the type of the Account for which the Account number format applies <br/>
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Refer <a href="#accountnumberformats_template">Retrieve
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Account number formats Template</a> for complete
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details
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</td>
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</tr>
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<tr class=alt>
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<td>prefixType</td>
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</tr>
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<tr>
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<td class=fielddesc>Identifies a custom prefix for the account number
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<br/>
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Refer <a href="#accountnumberformats_template">Retrieve
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Account number formats Template</a> for complete
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details
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</td>
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</tr>
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</table>
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</div>
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</div>
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<a id="accountnumberformats_list" name="accountnumberformats_list"
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class="old-syle-anchor"> </a>
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<div class="method-section">
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<div class="method-description">
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<h4>List Account number formats</h4>
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<p>Example Requests:</p>
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<div class=apiClick>accountnumberformats</div>
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<br>
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<br>
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<div class=apiClick>accountnumberformats?fields=accountType,prefixType</div>
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</div>
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<div class="method-example">
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<code class="method-declaration">
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GET https://DomainName/api/v1/accountnumberformats
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</code>
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<code class="method-response">
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[
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{
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"id": 2,
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"accountType":
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{
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"id": 1,
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"code": "accountType.client",
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"value": "CLIENT"
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},
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"prefixType":
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{
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"id": 101,
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"code": "accountNumberPrefixType.clientType",
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"value": "CLIENT_TYPE"
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}
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},
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{
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"id": 3,
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"accountType":
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{
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"id": 2,
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"code": "accountType.loan",
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"value": "LOAN"
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},
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"prefixType":
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{
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"id": 201,
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"code": "accountNumberPrefixType.loanProductShortName",
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"value": "LOAN_PRODUCT_SHORT_NAME"
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}
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}
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]
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</code>
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</div>
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</div>
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<a id="accountnumberformats_template" name="accountnumberformats_template"
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class="old-syle-anchor"> </a>
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<div class="method-section">
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<div class="method-description">
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<h4>Retrieve Account number format Template</h4>
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<p>This is a convenience resource. It can be useful when
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building maintenance user interface screens for client
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applications. The template data returned consists of any or all
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of:
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<ul>
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<li class=normalli>Field Defaults</li>
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<li class=normalli>Allowed Value Lists</li>
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</ul>
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</p>
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<p>Example Request:</p>
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<div class=apiClick>accountnumberformats/template</div>
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</div>
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<div class="method-example">
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<code class="method-declaration">
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GET https://DomainName/api/v1/accountnumberformats/template
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</code>
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<code class="method-response">
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{
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"accountTypeOptions":
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[
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{
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"id": 1,
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"code": "accountType.client",
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"value": "CLIENT"
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},
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{
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"id": 2,
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"code": "accountType.loan",
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"value": "LOAN"
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},
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{
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"id": 3,
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"code": "accountType.savings",
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"value": "SAVINGS"
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}
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],
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"prefixTypeOptions":
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{
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"accountType.loan":
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[
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{
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"id": 201,
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"code": "accountNumberPrefixType.loanProductShortName",
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"value": "LOAN_PRODUCT_SHORT_NAME"
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},
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{
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"id": 1,
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"code": "accountNumberPrefixType.officeName",
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"value": "OFFICE_NAME"
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}
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],
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"accountType.client":
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[
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{
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"id": 1,
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"code": "accountNumberPrefixType.officeName",
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"value": "OFFICE_NAME"
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},
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{
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"id": 101,
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"code": "accountNumberPrefixType.clientType",
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"value": "CLIENT_TYPE"
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}
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],
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"accountType.savings":
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[
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{
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"id": 301,
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"code": "accountNumberPrefixType.savingsProductShortName",
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"value": "SAVINGS_PRODUCT_SHORT_NAME"
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},
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{
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"id": 1,
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"code": "accountNumberPrefixType.officeName",
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"value": "OFFICE_NAME"
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}
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]
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}
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}
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</code>
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</div>
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</div>
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<a id="accountnumberformats_retrieve" name="accountnumberformats_retrieve"
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class="old-syle-anchor"> </a>
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<div class="method-section">
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<div class="method-description">
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<h4>Retrieve an Account number format</h4>
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<p>Example Requests:</p>
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<div class=apiClick>accountnumberformats/1</div>
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<br>
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<br>
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<div class=apiClick>accountnumberformats/1?template=true</div>
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<br>
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<br>
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<div class=apiClick>accountnumberformats/1?fields=accountType,prefixType</div>
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</div>
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<div class="method-example">
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<code class="method-declaration">
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GET https://DomainName/api/v1/accountnumberformats/{accountnumberformatId}
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</code>
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<code class="method-response">
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{
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"id": 2,
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"accountType":
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{
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"id": 1,
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"code": "accountType.client",
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"value": "CLIENT"
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},
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"prefixType":
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{
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"id": 101,
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"code": "accountNumberPrefixType.clientType",
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"value": "CLIENT_TYPE"
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}
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}
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</code>
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</div>
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</div>
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<a id="accountnumberformats_create" name="accountnumberformats_create" class="old-syle-anchor"> </a>
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<div class="method-section">
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<div class="method-description">
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<h4>Create an Account number format</h4>
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<p>
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<b>Note:</b> You may associate a single Account number format for a given account type<br>
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</p>
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<table class=matrixHeading>
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<tr class="matrixHeadingBG">
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<td><div class="mifosXHeading2">Mandatory Fields
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for Account number formats</div></td>
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</tr>
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<tr class=alt>
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<td>accountType</td>
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</tr>
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</table>
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</div>
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<div class="method-example">
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<code class="method-declaration">
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POST https://DomainName/api/v1/accountnumberformats
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</code>
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<code class="method-request">
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POST /accountnumberformats
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Content-Type: application/json
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Request Body:
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{
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accountType :1,
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prefixType: 101
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}
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</code>
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<code class="method-response">
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{
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"resourceId": 4
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}
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</code>
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<code class="method-request">
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POST /accountnumberformats
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Content-Type: application/json
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Request Body:
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{
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accountType :2,
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prefixType: 201
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}
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</code>
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<code class="method-response">
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{
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"resourceId": 5
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}
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</code>
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</div>
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</div>
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<a id="accountnumberformats_update" name="accountnumberformats_update"
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class="old-syle-anchor"> </a>
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<div class="method-section">
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<div class="method-description">
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<h4>Update an Account number format</h4>
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</div>
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<div class="method-example">
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<code class="method-declaration">
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PUT https://DomainName/api/v1/accountnumberformats/{accountnumberformatId}
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</code>
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<code class="method-request">
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PUT accountnumberformats/2
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Content-Type: application/json
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Request Body:
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{
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prefixType:1
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}
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</code>
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<code class="method-response">
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{
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"resourceId": 2,
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"changes":
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{
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"prefixType": "OFFICE_NAME"
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}
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}
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</code>
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</div>
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</div>
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<a id="accountnumberformats_delete" name="accountnumberformats_delete" class="old-syle-anchor"> </a>
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<div class="method-section">
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<div class="method-description">
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<h4>Delete an Account number format</h4>
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<p>
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<b>Note:</b> Account numbers created while this format was active would remain unchanged.
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</p>
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</div>
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<div class="method-example">
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<code class="method-declaration">
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DELETE https://DomainName/api/v1/accountnumberformats/{accountnumberformatId}
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</code>
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<code class="method-request">
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DELETE accountnumberformats/2
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Content-Type: application/json
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No Request Body:
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</code>
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<code class="method-response">
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{
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"resourceId": 2
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}
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</code>
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</div>
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</div>
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<!-- Maker Checker starts here -->
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<a id="makercheckers" name="makercheckers" class="old-syle-anchor"> </a>
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Reference in New Issue
Block a user